Special Needs Planning
Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. Special needs planning must address the financial, legal, and medical needs that apply exclusively to a disabled individual.
We help disabled individuals and their families when they inherit assets or are trying to qualify for public benefits and have excess assets by doing the following:
- Devising estate plans for family members who want to preserve assets for disabled children in the future
- Establishing self-settled trusts (d4A) for disabled individuals
- Establishing pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust
- Working with the individual public benefits organizations to apply for and maintain public benefits for disabled individuals
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